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Telephone and Data Systems

230 hedge funds and large institutions have $2.62B invested in Telephone and Data Systems in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 74 increasing their positions, 83 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more call options, than puts

Call options by funds: $775K | Put options by funds: $650K

1.4% more ownership

Funds ownership: 89.37%90.78% (+1.4%)

2% more capital invested

Capital invested by funds: $2.56B → $2.62B (+$60.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

2% less funds holding

Funds holding: 235230 (-5)

11% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 83

Holders
230
Holders Change
-5
Holders Change %
-2.13%
% of All Funds
5.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
74
Reduced
83
Closed
27
Calls
$775K
Puts
$650K
Net Calls
+$125K
Net Calls Change
-$700K
Name Holding Trade Value Shares
Change
Change in
Stake
Federated Hermes
101
Federated Hermes
Pennsylvania
$1.38M +$24.7K +875 +2%
UBS Group
102
UBS Group
Switzerland
$1.35M +$587K +20,763 +75%
ICM
103
Intrepid Capital Management
Florida
$1.29M -$19.2K -680 -1%
GS
104
GAM Systematic
United Kingdom
$1.27M +$16.8K +593 +1%
MSA
105
Mason Street Advisors
Wisconsin
$1.27M -$8.14K -288 -0.6%
AIP
106
Ameritas Investment Partners
Nebraska
$1.21M
FMT
107
First Mercantile Trust
Tennessee
$1.07M -$6.55K -232 -0.6%
KBC Group
108
KBC Group
Belgium
$1.05M +$1.06M +37,663 New
PIA
109
Piedmont Investment Advisors
North Carolina
$1.04M +$1.05M +37,307 New
ARTA
110
A.R.T. Advisors
New York
$1.01M -$60.3K -2,133 -6%
HHC
111
Hutchin Hill Capital
New York
$979K +$992K +35,100 New
CBOA
112
Commonwealth Bank of Australia
Australia
$965K +$158K +5,600 +19%
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$964K -$480 -17 -0%
SOMRS
114
State of Michigan Retirement System
Michigan
$963K -$116K -4,100 -11%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$957K -$71.3K -2,523 -7%
CIM
116
CenturyLink Investment Management
Colorado
$953K
OAM
117
Oxford Asset Management
United Kingdom
$941K +$948K +33,568 New
AIM
118
Alambic Investment Management
California
$904K -$1.18M -41,590 -56%
State of Tennessee, Department of Treasury
119
State of Tennessee, Department of Treasury
Tennessee
$837K -$848K -30,000 -50%
TCOV
120
Trust Company of Vermont
Vermont
$830K -$5.88K -208 -0.7%
PP
121
Prospector Partners
Connecticut
$823K
Massachusetts Financial Services
122
Massachusetts Financial Services
Massachusetts
$819K +$829K +29,360 New
MERSOM
123
Municipal Employees' Retirement System of Michigan
Michigan
$774K -$239K -8,460 -23%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$756K
SG Americas Securities
125
SG Americas Securities
New York
$735K -$199K -7,044 -21%

TDS Hedge Fund Activity: Q3 2017 in Review

230 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Telephone and Data Systems (TDS) for Q3 2017, worth a combined $2.62B — up 2.4% from $2.56B a quarter earlier.

Fund positioning in TDS was balanced in Q3 2017: 27 funds opened new positions, 27 closed out, 74 added to existing stakes and 83 trimmed.

The largest buyer was AJO LP, adding an estimated $36M. The largest seller was Morgan Stanley, cutting an estimated $14.5M.

  • 230 institutional investors held Telephone and Data Systems (TDS) as of Q3 2017, down from 235 in Q2 2017.
  • Funds reported $2.62B of Telephone and Data Systems stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 27 funds opened new Telephone and Data Systems positions in Q3 2017 and 27 closed out, a net change of 0 holders.
  • The largest Telephone and Data Systems buyer in Q3 2017 was AJO LP, an estimated $36M added.
  • The largest Telephone and Data Systems seller in Q3 2017 was Morgan Stanley, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2017.